How do I know what COA to use?
Your department financial analyst can provide you with these. You can also find them on the controller's office website.
For successful requisition submission, you need correct:
- account code
- fund codes
- department
- program code
- CF1/2 fields
The Chart of Accounts website explains each element of the chart string.
Here is an example. Your values will be different.
How do I add a Chartfield1(CF1) or Chartfield2(CF2) approver to my requisition?
Departments setup CF1 and CF2 Approvers through BFS chartfield maintenance pages.
Most departments setup these approvers when they create CF1 & CF2 fields. BFS exports them to BearBuy. When you use the CF1 or CF2 in a requisition, it triggers the corresponding approver.
Triggering CF1 or CF2 approval
Most departments setup these approvers when they create CF1 & CF2 fields. The system exports them to BearBuy. When you use the CF1 or CF2 in a requisition, it triggers the corresponding approver.
When creating a requisition,
- Navigate to the Accounting Codes section
- Fill out the necessary information to activate the CF1 or CF2 Approver
The following graphic shows how the approval fits into the requisition workflow.
